Job Description
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The Client Services Coordinator (CSC) is responsible for the coordination and administration that helps the Directors and Managers of LP successfully deliver client outcomes.
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Working closely with Managers, accountants and the Client Services team, this role ensures work progresses efficiently, deadlines remain visible and client-related administration is completed accurately and on time.
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Success in this role is achieved through strong workflow discipline, proactive communication, effective coordination of activities and a focus on client service outcomes. In doing so, the CSC helps create a responsive and professional client experience that supports clients to make better and more timely decisions.
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The Role:
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Workflow management
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Coordinate workflow priorities and client administration requirements with Managers.
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Monitor outstanding client work, documentation, approvals and correspondence.
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Identify and escalate workflow delays, risks and bottlenecks.
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Lodgement coordination
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Support achievement of lodgement and compliance deadlines through proactive follow-up.
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Monitor work-at-risk and facilitate timely completion.
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Operational coordination
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Assist with workflow reporting and operational information.
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Support operational processes, systems and procedures.
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Maintain workflow data, practice management systems and client records.
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Process improvement
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Identify opportunities to improve workflow efficiency and client service delivery.
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Contribute to procedures, templates and standard operating processes.
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Support operational and system improvements.
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Client experience
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Coordinate client administration and service-related matters.
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Deliver a responsive, skilled and consistent client experience.
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Ensure timely resolution of client enquiries and requests.
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Promote a client-focused approach in all interactions.
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Client communications
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Build positive relationships with clients and internal stakeholders.
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Support Managers in delivering exceptional client service.
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Act as a key coordination point for client administration and workflow matters.
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Client onboarding and administration
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Coordinate client onboarding, engagement administration and related requirements.
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Maintain accurate client records across business systems.
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Support onboarding, ongoing maintenance and offboarding activities.
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Monitor administrative activities to ensure timely progress.
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Compliance administration
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Coordinate ATO, ASIC and corporate compliance administration.
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Monitor registrations, lodgements, correspondence and related activities.
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Escalate issues that may impact compliance, service standards or client outcomes.
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Skills:
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Strong workflow coordination and organisational ability.
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Strong client service and relationship management skills.
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Ability to manage competing priorities and deadlines.
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Strong written and verbal communication skills.
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High attention to detail and follow-through.
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Strong problem-solving and coordination capability.
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Intermediate to advanced Microsoft Office skills.
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Ability to navigate multiple business systems and databases.
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Knowledge:
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Professional services administration environments.
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Workflow management and service coordination.
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Client lifecycle and client service delivery principles.
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ATO, ASIC and compliance administration processes.
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Practice management, document management and workflow systems.
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Principles of quality client service and operational efficiency.
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Experience:
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Minimum 5 years' experience in a client service, administration or practice support role.
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Experience within a public practice accounting firm highly desirable.
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Experience within another professional services environment with structured compliance, documentation and client service requirements (such as legal, financial services, consulting or similar) will also be considered.
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Demonstrated experience coordinating workflow, deadlines and service delivery activities.
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Demonstrated experience managing multiple stakeholders and competing priorities.
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Experience supporting regulated or compliance-driven environments highly desirable.
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📌 Client Services Coordinator: Lpr2017 (Perth)
🏢 Letizia Palmer
📍 Perth